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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568 | $126,113-99.5% | $116,096-99.5% | $155,188-99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -6.76% | 391.72%-398.5pp | 326.25%-333.0pp | 148.84%-155.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,818 | $4,162+328.1% | $3,952+350.9% | $6,531+172.8% |
| Admin fee / account holder | $24,596 | $8,045+205.7% | $7,704+219.3% | $14,480+69.9% |